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BROIX vs FSGEX
BROIX vs FSGEX Comparison
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BROIX vs FSGEX Comparison Chart in %
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BROIX vs. FSGEX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BROIX is a Buy and FSGEX is a Buy.
FUNDAMENTALS
Fundamentals
FSGEX has more cash in the bank: 74.8B vs. BROIX (9.3B). BROIX pays higher dividends than FSGEX: BROIX (2.84) vs FSGEX (2.66). BROIX was incepted earlier than FSGEX: BROIX (21 years) vs FSGEX (17 years). BROIX (0.63) is less costly to investors than FSGEX (0.01). BROIX is a more actively managed with annual turnover of: 113.00 vs. FSGEX (8.00). FSGEX has a lower initial minimum investment than BROIX: FSGEX (0) vs BROIX (2000000). FSGEX annual gain was more profitable for investors over the last year : 26.73 vs. BROIX (18.15). FSGEX return over 5 years is better than : 61.31 vs. BROIX (57.35).
| BROIX | FSGEX | BROIX / FSGEX | |
| Total Expense Ratio | 0.50 | 0.01 | 5,000% |
| Annual Report Gross Expense Ratio | 0.63 | 0.01 | 6,300% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 13.564 | 16.393 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 74.8B | 12% |
| Annual Yield % from dividends | 2.84 | 2.66 | 107% |
| Returns for 1 year | 18.15 | 26.73 | 68% |
| Returns for 3 years | 65.88 | 76.97 | 86% |
| Returns for 5 years | 57.35 | 61.31 | 94% |
| Returns for 10 years | 126.64 | 133.22 | 95% |
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